Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
PFG ADVISORS | COM | 1451 | $875,794 | 2,970 | 0.00 | 0.00 | -17 | -0.57 | 12-31-2023 |
TRADITION WEALTH MANAGEMENT LLC | COMMON STOCK | 1452 | $875,000 | 2,967 | 0.09 | 0.08 | 6 | 0.20 | 12-31-2023 |
HARBOR INVESTMENT ADVISORY LLC | Stock | 1453 | $841,152 | 2,960 | 0.00 | 0.00 | 300 | 11.28 | 03-31-2024 |
HILLSDALE INVESTMENT MANAGEMENT INC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 450 | 18.00 | 12-31-2023 |